Is private credit the next subprime crisis?
#ai #stocks #inflation #privatecredit
Trader Talk Host Kenny Polcari, Visible Alpha Head of TMT Research, Melissa Otto, and Michael Gayed, The Free Markets ETF Co-Portfolio Manager, break down the key things investors need to watch, including inflation, private credit risks, and semiconductors.
#markets #nvidia #investing #oil #finance #technology
Chapters
00:00 Oil prices and the Iran conflict
03:45 Why inflation could become stickier
05:25 Is private credit the next big risk?
07:32 Can the Fed still cut rates?
10:17 Why AI spending keeps exploding
13:12 How AI agents could replace jobs
16:30 Why software companies are under pressure
20:07 Why AI changes the value of data
23:09 Bullish or bearish for the rest of 2026?
==
— Facebook: https://www.facebook.com/yahoofinance
— X/Twitter: https://x.com/YahooFinance
— Instagram: https://www.instagram.com/yahoofinance/
— TikTok: https://www.tiktok.com/@yahoofinance
— LinkedIn: https://www.linkedin.com/company/yahoo-finance
